Paladin Energy and APA Group are two ASX 200 stocks investors can add to their portfolios in February, given their strong sector tailwinds and favourable long-term demand outlooks.
Paladin Energy Limited (ASX: PDN)
reported a strong December 2025 quarter and the share price is up 36% year-to-date supported by higher uranium prices while the current market capitalisation is $5.86 billion.
Uranium production increased to 1.23 million pounds of uranium oxide which represents a 16% quarter-on-quarter increase driven by higher ore feed grades and plant recoveries that reached 91%